Job Description:
The Role
The Head of FMAX Distribution leads the integrated sales strategy and execution for Fidelity’s FMAX platform across Relationship Management and Advisor Sales teams. This role drives advisor adoption, client growth, and platform expansion through strategic planning, performance oversight, and cross-functional alignment. As a senior leader, they ensure operational excellence, foster talent development, and represent FMAX in key client and industry engagements.
Strategic Leadership & Sales Execution
Develop and own the integrated sales strategy for FMAX across RM and Advisor Sales teams, including segmentation, territory planning, and vertical-specific approaches.
Align distribution efforts with broader Fidelity initiatives, ensuring consistency and scalability across IWMS and FI channels.
Drive advisor engagement and platform adoption through coordinated field and desk sales efforts, strategic
Client & Partner Engagement
Represent FMAX at advisor conferences and industry events, articulating Fidelity’s managed solutions strategy and value proposition.
Manage strategic relationships, including Envestnet, to ensure platform alignment and joint execution.
Serve as the voice of the client, channeling feedback into product enhancements and roadmap decisions in partnership with Product Leaders.
Performance Management & Talent Development
Lead, coach, and develop high-performing RM and Advisor Sales teams, fostering a culture of collaboration, innovation, and continuous improvement.
Implement and oversee performance scorecards, flash reporting, and business reviews to monitor team effectiveness and drive accountability.
Promote Fidelity’s managed solutions through internal referrals, lead conversion strategies, and advisor activation initiatives..
Business Management Leadership
Ensure operational excellence in lead conversion, deployment processes, and client transitions—especially for MAS and ENV Direct.
Manage client-level P&L, pricing strategy, and profitability analysis to inform growth decisions and optimize economic outcomes.
Balance leadership focus with business operations, including cross-functional coordination and strategic planning
The Expertise and Skills You Bring
Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.
Series 7 & 63 licenses required (pass within 90 days)
15+ years of financial services experience
Willingness to travel 60% Nationally
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!
The base salary range for this position is $70,000 - $175,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.